Let your legacy grow at Retreat Farm

Make a Gift
for Generations to Come

When you include Retreat Farm in your estate or long-term financial plans, you ensure the landscapes, learning, and connection we foster today can thrive far into the future. Planned gifts can offer powerful financial benefits for you and your loved ones—while making a lasting difference for the land, animals, and people who call Retreat Farm home.

Wills and Living Trusts

One easy and impactful way to support Retreat Farm is by including us in your will or living trust. A bequest allows you to retain full control of your assets during your lifetime and modify your gift at any time.

To include Retreat Farm in your will:

  • Seek the guidance and advice of your financial or legal advisor.

    • Should you wish to include Retreat Farm in your estate plans, we recommend the following language:

      “I give [percentage of my estate/ $ amount/ specific asset] to Retreat Farm, a nonprofit organization located in Brattleboro, Vermont, for its general purposes.”

  • Let us know. This allows us to express our gratitude, document your intentions, and ensure we can honor your wishes.

You can choose to support Retreat Farm broadly or designate your gift for a specific purpose—like animal care, land conservation, or education.

Information for Financial Advisors:

  • Legal Name: Retreat Farm, Ltd.

  • Mailing address: 45 Farmhouse Square, Brattleboro, VT 05301

  • Federal tax ID number: 47-5042006

Name Us as a Beneficiary

You can name Retreat Farm as a beneficiary of your:

  • Retirement account (IRA, 401(k), etc.)

  • Life insurance policy

  • Donor-Advised Fund

These gifts are simple to set up—just request a beneficiary designation form from your plan administrator.

Planned Giving

Planned giving can be surprisingly flexible. You can make a meaningful gift that fits your needs—providing for your family, reducing taxes, maintaining income during your lifetime, and preserving the values you hold dear.

Many options cost you nothing today, and all leave a legacy of purpose and generosity.

Give from your IRA

If you are 70.5 or older, you can make a tax-free gift directly from your IRA. This Qualified Charitable Distribution (QCD) can satisfy your Required Minimum Distribution (RMD), lower your taxable income, and support our mission at the same time. Please discuss your options with your financial or legal advisor.

If you qualify, authorize the custodian of your IRA to make a QCD to:

  • Legal Name: Retreat Farm, Ltd.

  • Mailing address: 45 Farmhouse Square, Brattleboro, VT 05301

  • Federal tax ID number: 47-5042006

Set up a Trust or Annuity

Charitable Gift Annuities and Trusts provide income to you or your beneficiaries for life or a set term, with the remainder supporting Retreat Farm.

  • Charitable Gift Annuity: You receive fixed payments for life; the remaining value benefits Retreat Farm. You may choose to start receiving payments now or in the future (the rate that you receive increases when annuity payments are deferred.)

  • Charitable Remainder Trust: You or a loved one receive income, then the remainder goes to Retreat Farm.

  • Charitable Land Trust: Retreat Farm receives income first for a period of years; then your heirs receive the trust’s assets.

These strategies can help reduce capital gains or estate taxes and can be part of a smart financial plan.

Start a conversation with Retreat Farm

Planned gifts come in many shapes and sizes. Whether you’re just beginning to think about your legacy or ready to explore your options in more detail, we’re here to help.

Questions? Contact us!

ksullivan@retreatfarm.org | 802.490.2270